See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,227 | $100,901-81.9% | $75,670-75.9% | $147,584-87.7% |
| Participation rate | 38.5% | 77.1%-38.7pp | 72.3%-33.9pp | 82.8%-44.4pp |
| Annual return | 19.03% | 35.78%-16.8pp | 27.34%-8.3pp | 578.55%-559.5pp |
| Employer contribution / active EE | $1,176 | $3,253-63.9% | $2,352-50.0% | $4,876-75.9% |
| Participant deferral / active EE | $1,299 | $4,027-67.7% | $3,142-58.7% | $5,439-76.1% |
| Admin fee / account holder | $75 | $11,285-99.3% | $5,800-98.7% | $10,885-99.3% |